Anthropic continues compute-gobbling streak in $45B deal with Nscale

Anthropic 持续“吞噬”算力：与 Nscale 达成 450 亿美元协议

Anthropic has signed a deal to rent about $45 billion in AI compute from Nscale, a British AI infrastructure company, a source familiar with the deal told TechCrunch. Nscale, founded only in 2024, has already cut deals with the likes of Microsoft and will supply Anthropic with compute via Nvidia’s Vera Rubin chips, its new state-of-the-art chip system. 据一位知情人士向 TechCrunch 透露，Anthropic 已与英国人工智能基础设施公司 Nscale 签署了一项协议，租用价值约 450 亿美元的 AI 算力。Nscale 成立于 2024 年，此前已与微软等公司达成合作，并将通过英伟达（Nvidia）最新的尖端芯片系统 Vera Rubin 为 Anthropic 提供算力支持。

The Vera Rubin system combines six different chips working in concert and is considered the cutting edge of chip design. The compute capacity is expected to start powering the AI lab’s services in late 2027, the source said. The deal, first reported by Bloomberg, is only the latest in a spree of compute partnerships for Anthropic. Vera Rubin 系统由六种不同的芯片协同工作，被认为是芯片设计领域的前沿技术。消息人士称，预计该算力将于 2027 年底开始为该 AI 实验室的服务提供支持。这笔交易由彭博社率先报道，只是 Anthropic 近期一系列算力合作中的最新一笔。

Bloomberg writes that the deal spans six years, with the computing power coming from Nscale’s flagship data center in West Virginia. Over the past eight months, Anthropic has aggressively scaled up its compute capacity in an effort to better compete with rivals, most notably OpenAI. 据彭博社报道，该协议为期六年，算力将来自 Nscale 位于西弗吉尼亚州的旗舰数据中心。在过去八个月里，Anthropic 一直在积极扩大其算力规模，以更好地与竞争对手（尤其是 OpenAI）展开竞争。

Earlier this month, Anthropic signed a $10 billion deal with AI cloud startup Volta — founded in January — securing a six-year supply of cloud computing power from a data center in Norway. In July, the company also signed a $5 billion compute-related deal with AMD. 本月初，Anthropic 与今年 1 月成立的 AI 云初创公司 Volta 签署了一项 100 亿美元的协议，获得了来自挪威数据中心为期六年的云算力供应。今年 7 月，该公司还与 AMD 签署了一项价值 50 亿美元的算力相关协议。

A few months before that, in May, Anthropic revealed it had entered into a large computing deal with SpaceX (run by Elon Musk, whose rivalry with OpenAI CEO Sam Altman has made him an unlikely ally of Anthropic). That deal draws computing capacity from two different SpaceX data centers and is reportedly providing Anthropic with $1.25 billion worth of capacity each month. 在此之前的 5 月，Anthropic 透露已与 SpaceX（由埃隆·马斯克运营，他与 OpenAI 首席执行官萨姆·奥特曼之间的竞争使他成为了 Anthropic 的“意外盟友”）达成了一项大型计算协议。该协议从 SpaceX 的两个不同数据中心获取算力，据报道每月为 Anthropic 提供价值 12.5 亿美元的算力。

In April, Anthropic also signed a deal to significantly expand its partnership with Amazon, gaining access to an additional 5 gigawatts of compute. That same month, the company also expanded its relationship with Google and Broadcom, adding even more power capacity. 今年 4 月，Anthropic 还签署了一项协议，大幅扩大了与亚马逊的合作关系，获得了额外的 5 吉瓦（GW）算力。同月，该公司还扩大了与谷歌和博通（Broadcom）的合作，进一步增加了电力容量。

Anthropic is hardly alone in its enthusiastic pursuit of more AI horsepower. The race to gobble up as much compute capacity as possible is ongoing, with other major players — including Google, OpenAI, and Meta — all following a similar track. Anthropic 并非唯一一家热衷于追求更多 AI 算力的公司。为了尽可能多地抢占算力资源，各大科技巨头（包括谷歌、OpenAI 和 Meta）都在进行类似的布局，这场“算力争夺战”仍在持续。